Sandbox Financial Partners, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.5M, Vanguard Growth ETF with a value of $29.2M, Microsoft Corp with a value of $15M, Amazon Com Inc with a value of $13.3M, and J P Morgan Exchange Traded Fd with a value of $11.8M.
Examining the 13F form we can see an decrease of $17.1M in the current position value, from $292M to 275M.
Sandbox Financial Partners, LLC is based out at Bethesda, MD
Below you can find more details about Sandbox Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $150 Million
Technology: $68.5 Million
Consumer Cyclical: $16.1 Million
Financial Services: $9.11 Million
Energy: $8.23 Million
Communication Services: $8.13 Million
Healthcare: $5.27 Million
Consumer Defensive: $2.93 Million
Other: $4.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
